Pricing Tutorial

How to View Prices

1. Navigate to Pricing.

2. Click Menu (button)  and select a View Option (see below for further details on each option).

3. Click View (button).

How to Create Company Price Lists

ℹ️ Company price lists are global price lists. For example, you can have retail and wholesale price lists. You could also have gold (top customers), silver (valued customers), or bronze (occasional customers) price lists.

1. Navigate to Pricing.

2. Click Menu (button) > Edit Price List.

3. Click New (button) to add a new price list:

   1. Description column: Type in a Description.

   2. Code column: Type in a Code.

   3. Currency column: Select a Currency from the dropdown list of currencies.

   4. Click Save (button).

   5. Click Close (button).

How to Create a New Company Price Lists by Copying an Existing List

1. Navigate to Pricing.

2. Click Menu (button) > Edit Price List.

3. Click Edit (button).

4. Right-click the price list you want to copy.

5. Select Copy from the context menu.

6. Confirm that you want to copy the price list and linked prices.

7. Edit the new price list as needed.

8. Click Save (button).

9. Click Close (button).

How to Edit Company Price Lists

1. Navigate to Pricing.

2. Click Menu (button) > Edit Price List.

3. Click Edit (button).

4. Make any changes.

5. Click Save (button).

6. Click Close (button).

How to Delete a Company Price List

1. Navigate to Pricing.

2. Click Menu (button) > Edit Price List.

3. Click Edit (button).

4. Right-click the price list you want to delete and select Delete from the context menu.

5. Confirm that you want to delete the price list and linked prices.

6. Click Save (button).

7. Click Close (button).

8. If you cannot delete the price list because there are linked prices, remove them as follows:

   1. If there are numbers in the Customer column: click Menu (button) > Link Customers to Price Lists.

      1. Select the Price List you want to delete from the dropdown list in the second block from the left.

      2. Click View (button)

      3. Move all the customers in the Linked column back to the Available column using the ⟨⟨  arrow. 

   2. If there are numbers in the Prices column: click Menu (button) > Selling Prices.

      1. Next to Price List select the price list you wanted to delete.

      2. Click View (button).

      3. Press Ctrl + A to select all the prices.

      4. Click Actions (button) >  Remove from Price List.

      5. Confirm the removal.

   3. Repeat Steps 1 to 7.

How to Link Customers to Prices

1. Navigate to Pricing.

2. Click Menu (button) > Link Customers to Prices.

3. In the first block select a customer Category or all.

4. In the second block select the price list you want to link the customers to.

5. Click View (button)

6. To link customers: 

   1. Move the customers from the Available column to the Linked column.

      • Use the ⟩ arrow for one customer at a time.

      • Use the ⟩⟩  arrow for all the customers.

7. To unlink customers:

   1. Move the customers from the Linked column back to the Available column.

      • Use the ⟨ arrow for one customer at a time.

      • Use the ⟨⟨ arrow for all the customers.

8. Click Save (button).

How to View an Item from a Price List

1. Display a list of Prices (Supplier, Selling, Inventory, or Service Prices).

2. Right-click a price and select Open Item from the context menu.

How to View an Item Dashboard from a Price List

1. Display a list of Supplier Prices  (Supplier, Selling, Inventory, or Service Prices).

2. Right-click a price and select Open Item Dashboard from the context menu.

How to View an Item Summary  from a Price List

1. Display a list of Prices  (Supplier, Selling, Inventory, or Service Prices).

2. Right-click a price and select Open Item Summary from the context menu.

How to Print, Preview or Email Price Lists

1. Navigate to Pricing.

2. Click Output (button) and select:

   1. • Print: To print the price lists to the default printer.

      • Print (Show Dialogue): To choose a printer to print to.

      • Preview: To display the price lists on screen.

      • Email: To open the default email template with the price list attached to the email.

How to Email the Grid View

1. Display a price list.

2. Click Menu (button) > Email Excel to open your default email template with the current view attached as a .xlsx file.

Links to Price List Tutorials 

• Supplier Prices Tutorial

• Selling Prices Tutorial

• Inventory Prices Tutorial

• Service Prices Tutorial

Related Topics

• Tutorial: Supplier Prices 

• Tutorial: Selling Prices 

• Tutorial: Inventory Prices

• Tutorial: Service Prices

• Reference: Pricing

• Reference: Supplier Prices

• Reference: Selling Prices

• Reference: Inventory Prices

• Reference: Service Prices

• Reference: Price Lists